See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,895 | $68,914+172.6% | $136,749+37.4% | $74,304+152.9% |
| Participation rate | 30.6% | 51.3%-20.7pp | 72.1%-41.5pp | 60.3%-29.7pp |
| Annual return | 28.40% | 16.34%+12.1pp | 24.33%+4.1pp | 29.43%-1.0pp |
| Employer contribution / active EE | $1,074 | $1,561-31.2% | $3,400-68.4% | $2,241-52.1% |
| Participant deferral / active EE | $2,383 | $2,541-6.2% | $4,692-49.2% | $3,767-36.7% |
| Admin fee / account holder | $6,094 | $3,149+93.5% | $11,386-46.5% | $2,969+105.2% |